IUES.L vs. 500P.L
IUES.L (iShares S&P 500 Energy Sector UCITS ETF USD (Acc)) and 500P.L (Franklin S&P 500 Paris Aligned Climate UCITS ETF) are both exchange-traded funds - IUES.L is a Energy Equities fund tracking the MSCI World/Energy NR USD, while 500P.L is a S&P 500 fund tracking the S&P 500 Net Zero 2050 Paris-Aligned ESG Index. Both are passively managed. Over the past 5 years, IUES.L returned 22.23%/yr vs 12.28%/yr for 500P.L. At a 0.21 correlation, their price movements are largely independent. IUES.L charges 0.15%/yr vs 0.07%/yr for 500P.L.
Performance
IUES.L vs. 500P.L - Performance Comparison
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Different Trading Currencies
IUES.L is traded in USD, while 500P.L is traded in GBP. To make them comparable, the 500P.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, IUES.L achieves a 28.42% return, which is significantly higher than 500P.L's 7.41% return.
IUES.L
- 1D
- 0.75%
- 1M
- 5.21%
- 6M
- 21.22%
- YTD
- 28.42%
- 1Y
- 36.37%
- 3Y*
- 14.53%
- 5Y*
- 22.23%
- 10Y*
- 8.75%
500P.L
- 1D
- 0.00%
- 1M
- 1.34%
- 6M
- 7.73%
- YTD
- 7.41%
- 1Y
- 18.02%
- 3Y*
- 19.12%
- 5Y*
- 12.28%
- 10Y*
- —
IUES.L vs. 500P.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IUES.L iShares S&P 500 Energy Sector UCITS ETF USD (Acc) | 28.42% | 9.91% | 3.87% | -0.66% | 63.84% | 51.95% | 7.60% |
500P.L Franklin S&P 500 Paris Aligned Climate UCITS ETF | 7.41% | 15.87% | 26.79% | 29.81% | -22.17% | 32.82% | 16.33% |
Correlation
The correlation between IUES.L and 500P.L is -0.20, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jul 31, 2020 | 0.21 |
The correlation between IUES.L and 500P.L shifts across timeframes, from -0.20 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IUES.L vs. 500P.L — Risk / Return Rank
IUES.L
500P.L
IUES.L vs. 500P.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IUES.L) and Franklin S&P 500 Paris Aligned Climate UCITS ETF (500P.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IUES.L | 500P.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.27 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.22 | 1.68 | +0.54 |
| Martin ratioReturn relative to average drawdown | 5.67 | 6.34 | -0.67 |
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Drawdowns
IUES.L vs. 500P.L - Drawdown Comparison
The maximum IUES.L drawdown since its inception was -66.79%, which is greater than 500P.L's maximum drawdown of -28.73%. Use the drawdown chart below to compare losses from any high point for IUES.L and 500P.L.
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Drawdown Indicators
| IUES.L | 500P.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.79% | -28.73% | -38.06% |
Max Drawdown (1Y)Largest decline over 1 year | -16.33% | -10.77% | -5.56% |
Max Drawdown (3Y)Largest decline over 3 years | -20.90% | -18.71% | -2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -27.98% | -28.73% | +0.75% |
Max Drawdown (10Y)Largest decline over 10 years | -66.79% | — | — |
Current DrawdownCurrent decline from peak | -8.88% | -0.90% | -7.98% |
Average DrawdownAverage peak-to-trough decline | -14.18% | -6.01% | -8.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.40% | 2.85% | +3.55% |
Volatility
IUES.L vs. 500P.L - Volatility Comparison
iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IUES.L) has a higher volatility of 6.91% compared to Franklin S&P 500 Paris Aligned Climate UCITS ETF (500P.L) at 3.50%. This indicates that IUES.L's price experiences larger fluctuations and is considered to be riskier than 500P.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUES.L | 500P.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.91% | 3.50% | +3.41% |
Volatility (6M)Calculated over the trailing 6-month period | 19.69% | 9.29% | +10.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.76% | 12.08% | +10.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.74% | 16.29% | +10.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.53% | 16.21% | +12.32% |
IUES.L vs. 500P.L - Expense Ratio Comparison
IUES.L has a 0.15% expense ratio, which is higher than 500P.L's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IUES.L vs. 500P.L - Dividend Comparison
Neither IUES.L nor 500P.L has paid dividends to shareholders.
Frequently Asked Questions
IUES.L and 500P.L have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 500P.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
500P.L is cheaper with a 0.07% expense ratio, compared with 0.15% for IUES.L.
IUES.L is categorized as Energy Equities, while 500P.L is S&P 500. IUES.L tracks MSCI World/Energy NR USD, while 500P.L tracks S&P 500 Net Zero 2050 Paris-Aligned ESG Index. They also come from different issuers: iShares and Franklin. Their fees differ too: 0.15% for IUES.L and 0.07% for 500P.L.
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